Rain Industries Ltd (Cement) — fundamental analysis, earnings data, and key metrics. PE: 86.4. ROE: 0.6%. This stock is not currently in the Nifty 500 momentum outperformers list.
Based on Q3 FY25 earnings • Updated Feb 22, 2026
What: Telangana brownfield expansion (₹7,570m) to add 1.5M tons capacity
Impact: +₹550 Cr revenue
“Earnings presentation: 'Initiated Brownfield Expansion in Cement Business in Telangana at an estimated projected cost of ₹7,570 million'”
What: CPC product margins stabilizing with volume growth
Impact: +₹350 Cr revenue
“Earnings presentation: 'EBITDA increase driven by Margins stabilized on CPC products'”
What: New market entry through joint development
Impact: +₹250 Cr revenue
“MD commentary: 'We are expanding into the North American battery materials market'”
Earnings deceleration risks from management commentary
Trigger: LME price below $2,700/ton
Impact: -250 bps margin impact
Management view: Despite US tariff rate doubling to 50%, LME price surged to $2,900/ton
Monitor: LME aluminum price
Trigger: Adverse weather conditions
Impact: -150 bps margin impact
Management view: Weather conditions affected sealer-based products performance
Monitor: Quarterly weather patterns
Key quotes from recent conference calls
“Initiated Brownfield Expansion in Cement Business in Telangana at an estimated projected cost of ₹7,570 million — Earnings Presentation”
“EBITDA increase driven by Margins stabilized on CPC products — Earnings Presentation”
“Despite The US tariff rate doubling to 50% of late, the LME, the London Metal Exchange price has surged to about 2,900 US dollars per metric ton — Gerard Sweeney, President of Carbon”
“As we enter 2025, our primary object was to restore normalized operating margins and stabilize overall performance — Jagandrat Denilur, Managing Director”
Forward-looking targets from management for FY26
Implied PAT Growth
15%
Capex Plan
₹7570 Cr
Key Milestones
• Cement plant commissioning in Telangana
• North American battery materials market entry
The above analysis is parsed from publicly available earnings call transcripts. This is educational research only — not investment advice. Last updated Feb 22, 2026.
Based on publicly available financial data. This is educational research, not investment advice.
Rain Industries Ltd's latest quarterly results (Dec 2025) show
Rain Industries Ltd's current PE ratio is 86.4x.
Rain Industries Ltd's price-to-book ratio is 0.5x.
Rain Industries Ltd's fundamental strength based on key financial ratios
Rain Industries Ltd has a debt-to-equity ratio of N/A.
Rain Industries Ltd's return ratios over recent years
Rain Industries Ltd's operating cash flow is positive (Dec 2025).
Rain Industries Ltd's current dividend yield is 0.92%.
Rain Industries Ltd's shareholding pattern (Dec 2025)
Rain Industries Ltd's promoter holding has remained stable recently.
Rain Industries Ltd is an established outperformer with 1 weeks of consecutive Nifty 500 outperformance.
Rain Industries Ltd has 3 key growth catalysts identified from recent earnings analysis
Rain Industries Ltd has 2 key risks worth monitoring
In Q3 FY25, Rain Industries Ltd's management highlighted
Rain Industries Ltd's management has provided the following forward guidance for FY26
Based on quantitative research signals, here is why Rain Industries Ltd may be worth studying
Rain Industries Ltd investment thesis summary:
Rain Industries Ltd's forward outlook based on current data signals
The above FAQs are generated from publicly available earnings data and conference call transcripts. This is educational research only. Sector Alpha is not SEBI registered and does not provide investment advice.
